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Bernstein's Toni Sacconaghi: Who's Apple's next CEO? (video)apple sacconaghi next ceo4 years ago
Published August 24, 2021 by Philip Elmer-DeWitt

Bernstein's Toni Sacconaghi: Who's Apple's next CEO? (video)

From CNBC's Squawk Box Tuesday morning.

Read More Bernstein's Toni Sacconaghi: Who's Apple's next CEO? (video)

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Bernstein's Toni Sacconaghi: Apple's ad biz will pull in $3 billion in fiscal 2021apple 3B ad biz4 years ago
Published August 9, 2021 by Philip Elmer-DeWitt

Bernstein's Toni Sacconaghi: Apple's ad biz will pull in $3 billion in fiscal 2021

From Erik Savitz' "Apple Has Been Quietly Building a Digital Ad Business. Here Are the Numbers." posted Saturday on Barrons.com.

Read More Bernstein's Toni Sacconaghi: Apple's ad biz will pull in $3 billion in fiscal 2021

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Guess which Apple skeptic is featured on The Streetapple tv mark gurman4 years ago
Published August 6, 2021 by Philip Elmer-DeWitt

Guess which Apple skeptic is featured on The Street

From Daniel Martins' "This Expert Sees Apple Stock Falling 10%" posted Thursday.

Read More Guess which Apple skeptic is featured on The Street

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Behind Apple's U-shaped recoveryapple u-shaped recovery floating apples4 years ago
Published July 20, 2021 by Philip Elmer-DeWitt

Behind Apple's U-shaped recovery

From Rich Smith's "Why Apple Stock Floated Higher Today" posted Tuesday on The Motley Fool.

Read More Behind Apple's U-shaped recovery

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Toni Sacconaghi vs. Jim Cramer on Apple's WWDC21 (dueling videos)apple sacconaghi cramer wwdc214 years ago
Published June 8, 2021 by Philip Elmer-DeWitt

Toni Sacconaghi vs. Jim Cramer on Apple's WWDC21 (dueling videos)

Bernstein's top tech analyst dismissed Apple's advances as "incremental." Mad Money's frontman called them "game, set, match."

Read More Toni Sacconaghi vs. Jim Cramer on Apple's WWDC21 (dueling videos)

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Why Bernstein's Toni Sacconaghi is worried about techapple sacconaghi worried4 years ago
Published March 29, 2021 by Philip Elmer-DeWitt

Why Bernstein's Toni Sacconaghi is worried about tech

From a note to clients posted last week.

Read More Why Bernstein's Toni Sacconaghi is worried about tech

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Bernstein: 'The FAAMG blues... or is it just Apple?'apple bernstein faamg sacconaghi4 years ago
Published March 7, 2021 by Philip Elmer-DeWitt

Bernstein: 'The FAAMG blues... or is it just Apple?'

It's just Apple, says analyst Toni Sacconaghi in a note to clients that landed on my desktop Sunday.

Read More Bernstein: 'The FAAMG blues... or is it just Apple?'

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Bernstein raises Apple Q1 2021 estimates above consensus, but...apple bernstein sacconaghi consensus4 years ago
Published January 21, 2021 by Philip Elmer-DeWitt

Bernstein raises Apple Q1 2021 estimates above consensus, but...

"The cycle appears reasonably strong, but at 31x earnings, what's next?" -- Analyst Toni Sacconaghi

Read More Bernstein raises Apple Q1 2021 estimates above consensus, but...

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Bernstein's Toni Sacconaghi is more cautious on Tesla than Apple (video)apple sacconaghi apple tesla5 years ago
Published December 24, 2020 by Philip Elmer-DeWitt

Bernstein's Toni Sacconaghi is more cautious on Tesla than Apple (video)

From CNBC's "Top-ranked analyst Toni Sacconaghi on Apple getting into self-driving cars" posted Wednesday.

Read More Bernstein's Toni Sacconaghi is more cautious on Tesla than Apple (video)

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Toni Sacconaghi: How Apple generated an extra $6B in free cash flowapple sacconaghi free cash flow5 years ago
Published November 17, 2020 by Philip Elmer-DeWitt

Toni Sacconaghi: How Apple generated an extra $6B in free cash flow

From Max Cherney's "Apple Has Cut $5 Billion From Its Spending. What That Means for the Stock" ($) posted Monday in Barron's.

Read More Toni Sacconaghi: How Apple generated an extra $6B in free cash flow

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Philip Elmer-DeWitt
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]

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Philip Elmer‑DeWitt

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  • Deagol's AAPL Model
  • MacDailyNews
  • Monday Note
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